Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
MA-I
Municipal Advisor registration (individual)
8 Dec 21
MA-A
Municipal Advisor registration (firm) (update)
9 Nov 21
MA-A
Municipal Advisor registration (firm) (update)
15 Jul 20
MA-A
Municipal Advisor registration (firm) (update)
13 Aug 18
MA-A
Municipal Advisor registration (firm) (update)
26 Sep 17
MA-A
Municipal Advisor registration (firm) (update)
3 Oct 16
MA-A
Municipal Advisor registration (firm) (update)
25 Aug 15
MA
Municipal Advisor registration (firm)
27 Oct 14
MA-I
Municipal Advisor registration (individual)
27 Oct 14
Ownership
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22